COLUMN CAPITAL ADVISORS, LLC

Latest filing: Apr 01, 2024 (212 days ago)

AUM

$0
-100% change vs. 1 year ago
-100% change vs. 3 years ago
-100% change vs. 5 years ago
-100% change vs. 10 years ago

Employee Count

22
0% change vs. 1 year ago
10% change vs. 3 years ago
16% change vs. 5 years ago
47% change vs. 10 years ago

Main Office

INDIANAPOLIS, IN
9100 KEYSTONE CROSSING, INDIANAPOLIS, IN, UNITED STATES, 46240

Client AUM

Discretion AUM
Discretionary $0.0
Non-Discretionary $0.0
Total $0.0
Client AUM
Retail $0.0
Pooled $0.0
Institutional $0.0
Total $0.0
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
CHARLES SCHWAB & CO., INC. WESTLAKE-TX-USA $1.1

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
CAPFINANCIAL PARTNERS, LLC $852.2 175112
COLUMN FAMILY OFFICE LLC $0.0 accountancy -
CAPFINANCIAL SECURITIES, LLC. $0.0 broker-dealer 126291

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

No control persons found

ADVDB.CO • SOURCE: SEC

Representatives

17 active representatives found

Name City State Exams Designations
SYLVIA POZARNSKY INDIANAPOLIS IN S65|1995-12-05
MARIAH DAY INDIANAPOLIS IN S65|2022-10-28|S63|2022-01-14
KRISTIN MOISTNER INDIANAPOLIS IN S65|2023-06-10
FRANK TINSLEY INDIANAPOLIS IN S65|2016-08-25
SARAH GRECCO INDIANAPOLIS IN S66|2016-08-01 CERTIFIED FINANCIAL PLANNER
BRANDON UPCHURCH INDIANAPOLIS IN S65|2018-06-22 CERTIFIED FINANCIAL PLANNER
MARK DEPREZ INDIANAPOLIS IN S66|2013-07-16
RYAN KONOP INDIANAPOLIS IN S66|2020-12-21 CERTIFIED FINANCIAL PLANNER
KEVIN SWEET INDIANAPOLIS IN S65|1997-11-04 CERTIFIED FINANCIAL PLANNER
JUSTIN KASSANITS INDIANAPOLIS IN S65|2012-06-20 CERTIFIED FINANCIAL PLANNER
LARRY THOMAS INDIANAPOLIS IN S65|2004-06-28 CERTIFIED FINANCIAL PLANNER
CHARLSIE ASHLOCK INDIANAPOLIS IN S65|2015-06-16 CERTIFIED FINANCIAL PLANNER
JEFFREY YU INDIANAPOLIS IN S65|2002-12-30 CERTIFIED FINANCIAL PLANNER
CASEY BOLLOCK INDIANAPOLIS IN S66|2018-02-23 CERTIFIED FINANCIAL PLANNER
BRIAN UPCHURCH INDIANAPOLIS IN S65|1998-05-20 CERTIFIED FINANCIAL PLANNER
BRADLEY YU INDIANAPOLIS IN S65|2020-09-22 CERTIFIED FINANCIAL PLANNER
SHERI KENDALL INDIANAPOLIS IN CERTIFIED FINANCIAL PLANNER

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
IN, AZ-09/20/2012, CA-09/20/2012, DE-06/02/2015, FL-09/14/2005, GA-03/30/2022, IL-06/02/2005, IN-05/12/2005, NC-12/15/2020, OH-05/09/2022, SC-06/06/2016, TX-04/05/2012, WI-08/03/2018
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV